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Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover

NAIFA Advisor Today

Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). Associate at PLUS Communications, a Beltway-based consulting firm specializing in coalition building, grassroots mobilization, advertising, digital engagement, message development, and media relations.

Ethics 52
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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

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2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

CFP 59
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Top Marketing Trends for Financial Advisors in 2023

FMG

Regardless of which platform you use to market your business, there are always trends that financial advisors can use to boost their marketing success rate. Trends help financial advisors stand out against competitors, produce new ideas and opportunities, and draw attention to your business.